I work to help folks manage their wealth and the way they think about it... I am an Indy-based financial advisor and founder of BBK Wealth. I grew up on the border of NY and PA  in “the valley” and later in the finger lakes region where his parents still live.  Seneca Lake is his proud home. Why Indiana? I attended Notre Dame to earn my degree in Finance and then my masters in Education. Now – me and my wife, Maggie,  have 4 kids (KCMT) and a great dog named Winnie. BBK is a wealth management company that serves families. We all have families, some BIG. We want to see them all live in retirement with pride, dignity, and financial security. We NEVER want anyone to be harmed or left out in the cold because they did not trust the right team to manage their wealth. We’re passionate about that. We are committed to that.

I’m Cody Lachner, a financial planner and outdoor enthusiast who loves helping individuals live more intentional lives. Not everyone strives for the traditional retirement where you work a 9-5 until 65, but, much of the financial services industry is built around this old goal. There’s been a lack of advice & guidance for folks who want to do things their own way. Maybe you aim to take a mid-career sabbatical, or live in an RV travelling 6+ months per year, or retire early to spend more time outdoors, or simply reduce the amount of time you spend worrying about money… Whatever your goal, I’m here to serve as your financial guide to help you prepare and navigate your way to & through your goals. As your financial guide, I also help reduce your time spent on financial decisions so you have more time to devote towards the things you love. I use technology to work with individuals virtually, throughout the country. As long as you have internet, we can work together to plan for your dream life! Personally: My wife and I love the outdoors! We spend our time hiking, camping/backpacking, mountain biking, packrafting, and literally anything else outdoors. Our favorite place in the world is Alaska. We find ourselves going back again and again. My favorite trip was hiking the Stampede Trail in 2021 (this trail was made famous by the book & movie – Into the Wild).

Young Lee is a Senior Vice President and Wealth Management Advisor at Merrill Lynch Wealth Management, where he has worked since starting as an intern in 2004. He focuses on providing customized financial solutions for affluent individuals, families, and businesses, assisting clients with retirement planning, portfolio management, corporate retirement plans, and related financial services. Lee combines the resources of Merrill Lynch Wealth Management and Bank of America to help clients pursue their financial objectives with transparency and a disciplined approach. Lee holds several professional designations, including Certified Exit Planning Advisor (CEPA), Certified 401(k) Professional (CKP), Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He earned a bachelor's degree from Purdue University, where he spoke at the commencement ceremony in 2005 and received the Young Alumni Award from the Krannert School of Management in 2015. In addition, Lee has been recognized with honors such as the Bernie Flowers Award for Outstanding Contribution to Sports from the Joe Tiller Chapter of the National Football Foundation in 2021 and has appeared on Forbes’ lists of top next-generation wealth advisors. Lee is involved in his community through volunteer work with the Community Foundation of Greater Lafayette Scholarship Committee, Korean Community Center of Greater Princeton, Lafayette Rotary Club, NFF Tiller Chapter, and Purdue Center for Cancer Research. He and his family have endowed a scholarship in honor of Sara Stein Koch, former director of undergraduate programs at Purdue’s business school. Outside of work, Lee’s personal interests include baseball, basketball, biking, cooking, football, reading, running, traveling, and spending time with his family.